David Witz is a registered investment advisor at Rpa Financial, LLC, based in Fort Mill, SC, with 10 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 230 clients with $8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees may be paid monthly or quarterly.
Fee Estimator
Location
Fort Mill, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David owns 94% of Fiduciary Risk Assessment LLC, a firm that develops web-hosted fiduciary compliance tools for the retirement industry. The system does not recommend or endorse investments.
Employment History
Current Registrations
Rpa Financial, LLC
Previous Registrations
Nrp Financial, INC.
Financial Telesis, INC.
Newport Group Securities, INC.
The Newport Group of North Carolina, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.